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© 2010 IBM Corporation
IBM Business Partner Marketing
1 Apr 19, 2023
IBM Co-Marketing Center Overviewfor Business Partners
Making it easier for partners to drive demand
September 2013
© 2010 IBM Corporation
IBM Business Partner Marketing
Agenda
Introduction to IBM CoMarketing Center (CMC)
Guide me through Accepting an Incentive Offering
Guide me through How to submit Marketing Activity Request (MAR)
Guide me through Submitting and Editing a claim
Questions&Answers
2 Apr 19, 2023
© 2010 IBM Corporation
IBM Business Partner Marketing
3 Apr 19, 2023
IBM Co-Marketing Center delivered by Pitney Bowes
Objectives Make it easier for partners to generate demand Improve partner satisfaction by radically improving
disbursement cycle time Provide a stable tool environment able to meet increased
volumes Provide a globally consistent and scalable process to
improve productivity
Description / Overview
Streamlines co-marketing by bringing two tools into one
– Customizable campaign assets
– Co-marketing claims and reimbursement
Improved user interface and streamlined process
Learn More:
www.ibm.com/partnerworld/page/pw_com_cfm_comarketing
4 © 2009 IBM Corporation4 © 2009 IBM CorporationGlobal Channels Marketing
How we’re simplifying co-marketing for Partners
Easier creation of campaigns
1. Find-it-fast search capabilities
2. Flexibility to work with a “Build Your Own” template environment
3. Customize campaign materials and apply eligible funds directly
Simplified Process Steps
1. Single sign on with PartnerWorld ID
2. 45% fewer data entry fields
3. Claim statuses and IBM comments visible in the tool
More intuitive, intelligent interface
1. Context-sensitive / pop-up help screens to reduce frequently asked questions
2. “Smart” checklists for proof of performance documentation
3. Automatic reminders for key deadlines
Documents upload feature
1. Attach electronic supporting documentation directly in your claim submission
2. Ability to attach electronic documentation in your Marketing Activity Request
3. Attach Final Invoice softcopy into the claim
© 2010 IBM Corporation
IBM Business Partner Marketing
5
IBM Co-Marketing Center streamlines co-marketing by bringing two tools into one
Campaign Designer
Customizable campaign materials / assets
Co-funded Marketing tool
Claims approval and disbursements
© 2010 IBM Corporation
IBM Business Partner Marketing
6 Apr 19, 2023
Introducing ….the new IBM Co-Marketing Center
Easy to navigate
Simple to Use
Intuitive interface
© 2010 IBM Corporation
IBM Business Partner Marketing
7 Apr 19, 2023
Before: Forms to request funding were time consuming
© 2010 IBM Corporation
IBM Business Partner Marketing
8 Apr 19, 2023
Now just the basic planning details are needed
Your contact information
Activity Description, lead plan and estimated expense
Submit
1
2
3
© 2010 IBM Corporation
IBM Business Partner Marketing
9 Apr 19, 2023
And, we’ve made it faster and easier to submit claims
• data pre-populates, no duplicate entries
Select your approved activity
Update with your actual costs
Submit
1
2
4
Attach your supporting documents
3
• Eliminates separate email step
© 2010 IBM Corporation
IBM Business Partner Marketing
10 Apr 19, 2023
Before: partners sorted through the demand generation assets based on a description
© 2010 IBM Corporation
IBM Business Partner Marketing
11 Apr 19, 2023
Now partners pick from a palette of Create and Design materials
12 © 2009 IBM Corporation12 © 2010 IBM CorporationGlobal Channels Marketing
Managing the transition . . .
--Customizable e-mail/print collateral will be available as Create & Design is deployed through the IBM Co-Marketing Center
CMT tool for co-marketing claims administration
• Any applications open in CMT tool will stay in CMT until claims are paid
• This means partners may have to be in 2 different systems until transition is complete.
• How can you tell which claim in in the ‘old’ Co-Marketing tool (CMT) or the ‘new’ Co-Marketing Center (CMC) powered by Pitney Bowes
–CMT Unique Campaign Identifier (UCID) 1. 11 or 12 Digits 2. Optional last digit is an “A” or “B” 3. First 4 digits represent a geography
Example: CECE2501108A
–CMC Unique Campaign Identifier (UCID) 1. 12 Digits 2. First 4 digits always “IMCA” – for IBM Marketing Center Activity (No geographic identifier)
Example: IMCA10000082
13 © 2009 IBM Corporation13 © 2010 IBM CorporationGlobal Channels Marketing
New Tool and New Terms . . .
New Term Abbreviation Replaces
Co-Marketing Center CMC Co-Marketing Tool
Create & Design CD Campaign Designer
Campaign Content Developer CCD * New Role for CD *
Incentive Offering IO Partner Group;
Program
Marketing Application Request MAR Application
Marketing Activity Creator MAC * New Role * for programs that will allow a BP to delegate MAR creation to IBMer
Marketing Activity Approver MAA Program Manager approving applications
Program Funds Approver PFA 1st line manager approving payments
Reader * * New Role *
14 © 2009 IBM Corporation14 © 2010 IBM CorporationGlobal Channels Marketing
Learn more: List of resources and Online Education
• Business Partner access through PartnerWorldwww.ibm.com/partnerworld/page/pw_com_cfm_comarketing
• Contact us:Leslie Clark, WW Co-Marketing Program [email protected]
IBM Co-Marketing Task ID [email protected]
15 © 2009 IBM Corporation15 © 2010 IBM CorporationGlobal Channels Marketing
Part II : Step by step guide me through…
Accepting an Incentive Offering
16 © 2009 IBM Corporation16 © 2010 IBM CorporationGlobal Channels Marketing
Accepting Incentive Offering
Guide Me Through Accepting the Incentive Offering (IO)
STEP 1 - From the Co-MarketingCenter Home Page, select Co-
Marketing Funds, then selectIncentive Offering. Lastly, selectSign up for Incentive Offering.
STEP 2 - Choose an IncentiveOffering from the drop-down menu.
STEP 3 - Next, select Terms andConditions to review. Check the boxindicating that you agree and select
the Submit button.
Note: See next slide if you are notable to complete this task as
described.
STEP 1
STEP 2
STEP 3
Access the IBM Co-Marketing Center with your IBM ID at https://www.ibm.com/partnerworld/mem/mkt/mkt_cmkt.html.And select the IBM Co-Marketing Center link.
1© 2012 IBM Corporation
Guide Me Through Accepting the Incentive Offering (IO)Common Scenarios Why You Can’t Accept Incentive Offering
Scenario 1 - Your Business Partner firm has received an invitation, but you are not thePrimary Relationship Contact (PRC) or, the Primary Relationship Contact, has not
delegated the authority to you to accept the Incentive Offering. See one of the following:
- Guide Me Through Finding or Changing the Primary Relationship Contact
- Guide Me Through How The Primary Relationship Contact Delegates Authority Scenario 2 - You have not been invited to the co-marketing incentive offering. Contact
your co-marketing offering manager to discuss eligibility. Scenario 3 - You do not see an Incentive Offering in the drop-down menu because the
Incentive Offering has already been accepted. To check if your Incentive Offering hasalready been accepted, from the Co-marketing Tool homepage, select Co-marketing
Funds, then select Partner Snapshot, then select Partner Snapshot.
2© 2012 IBM Corporation
19 © 2009 IBM Corporation19 © 2009 IBM CorporationGlobal Channels Marketing
Part III : Step by step guide me through…
How to submit a Marketing Activity Request (MAR)
20 © 2009 IBM Corporation20 © 2009 IBM CorporationGlobal Channels Marketing
How to submit the Marketing Activity Request
Guide Me How To Submit a Marketing Activity Request From the Co-Marketing Center Home Page, follow these steps.
STEP 1 - Select Co-MarketingFunds,then select MarketingActivity, then select Submit a
STEP 2 -ChooseIncentiveOffering
from drop-Down Menu.
STEP 4 -Enter Activity
Name &Description
Marketing Activity Request.
STEP 3 - CompleteContact Detail.
STEP 5 - Select IBMBrands
Note: See Slide 5 for additional assistance oninformation to include here.
Access the IBM Co-Marketing Center with your IBM ID at https://www.ibm.com/partnerworld/mem/mkt/mkt_cmkt.htmlAnd select the IBM Co-Marketing Center link.
Page 1© 2013 IBM Corporation
Guide Me How To Submit a Marketing Activity Request
STEP 6 - Enter targetend-user client detailand revenue estimates.
STEP 7 - EnterSpending CategoryTactic Cost , ActivityStart and End Dates.
If there are spendingcategory tactics in the drop
down - go to Step 2 andaccept the IO.
Note: Entering expenses is a critical step.Include a description of expense in your Activity Description.Refer to slide 5 for Tips and Refer to the offering Terms and Conditions for eligible expenses.
Note: You can add additional spendingcategories by clicking here.
STEP 8 - When finished, select SUBMIT
Note: Your Marketing Activity Request (MAR) should be submitted at least 5 days prior to the ActivityStart Date to allow for IBM review.
Page 2© 2013 IBM Corporation
Additional expense estimates may be required.
Select the check box if no expenses areplanned for the expense types.In order for one of these expenses to
be reimbursed at claim time, anestimate must be submitted in the
MAR.
If the tool prompts you foradditional expense
estimates, enter the detailsby selecting Edit next to the
relevant category.
When finished,select Update.
Page 3© 2013 IBM Corporation
Reference: Online Event Certification
The text below will be displayed for Event Categories, such as Customer Conference, MarketingSeminars and Trade Shows for GMU during MAR submission as a reference.
At Claim time, an online Event Certification is required.
If you have questions about eligible expenses, consult your offering Terms and Conditions or contactyour IBM Offering Manager.
Page 4© 2013 IBM Corporation
Tips - Submitting the Marketing Activity Request
Activity Description – Provide a detailed description that can be clearly understood when reviewedby an independent third party. Include description of expenses to be reimbursed.
Eligible Expenses - Expenses not included in either the description or under the spendingcategories will not be reimbursed. Include all possible expenses. After the MAR is approved,please
notify your Offering Manager for approval prior to incurring ANY additional expenses.
Expenses Not Covered in the Terms & Conditions - If you wish to be reimbursed for an expensenot included in the Terms & Conditions contact the Offering Manager prior to incurring the expense.
See Page 6 for hints on finding the Terms & Conditions throughout the tool.
Expense Amounts - Expense amounts entered on the Marketing Activity Request are estimates.
Events - Must contain significant business content.
Submitting Your Claim - Be sure to submit your claim within 60 days of your Activity End Dateunless specified differently in your Terms and Conditions or as separately communicated in your
offering’s announcement or invitation letter.
Activity End Date - Be sure this is accurate. If you need this updated, please contact your OfferingManager.
Browsers - Never sign into CMC in multiple browsers when submitting a Marketing Activity Request.
Page 5© 2013 IBM Corporation
Tips - Finding the Terms and Conditions
Terms and Conditionslinks can be found on:
Submit a MarketingActivity Request Form
Claim Submission Form
Partner Snapshot byselecting the Incentive
Offering Name link
Page 62013 IBM Corporation
27 © 2009 IBM Corporation27 © 2009 IBM CorporationGlobal Channels Marketing
Part IV : Step by step guide me through…
Submitting and Editing a Claim
28 © 2009 IBM Corporation28 © 2009 IBM CorporationGlobal Channels Marketing
Submitting and Editing a Claim
Guide Me Through Submitting and Editing a ClaimSTEP 1 - To submit a claim, from the Co-Marketing Home Page, select Co-Marketing Funds, then select
Claim Processing, then select Submit & Edit a Claim.
STEP 1
STEP 2- Choose the UCID you wishto claim against on the Select UCID
drop-down menu.
STEP 3- Review Spending Category Details - If no changes, select Upload Documentation to upload yourProof of Performance, and when complete, select Submit
Note: Need help on how to upload documentation? See Slide 3See slide 5 regarding the importance of the Actual End Date.
© 2013 IBM Corporation
Guide Me Through Submitting and Editing a ClaimSTEP 1 - To make edits to your claim, on the claim form, under Spending Category Details, select Edit.
STEP 1
STEP 2
STEP 3
Page 2
STEP 2 - Make any necessary changes.
Note: These expense itemsmay not display dependent onthe activity that was selected onthe Marketing Activity Request.
STEP 3 - Be sure to select Update to save your changes.
© 2013 IBM Corporation
How To Upload Proof of Performance DocumentationSTEP 1 - In lower right hand corner of the claim form, select Upload Documentation.
STEP 1
STEP 2 - A pop-up appears. Use the Select button to find your document and add it to the claim.
STEP 2
STEP 3
Hint: A Smart Checklist isdisplayed with a list of required
documentation.
STEP 3 - When you have finished selecting the documentation, select Upload, then select Close.
Page 3© 2013 IBM Corporation
Online Event Certification at Claim Submission
This text will be displayed for Event Categories,such as Customer Conference, Marketing Seminars and Trade Shows
for GMU excluding ANZ.
STEP 1: Read the Event Certification and check the box.
STEP 2: Fill in the name and Email of the individual providing the certification.
Page 4© 2013 IBM Corporation
Tips - Submitting a Claim
Actual End Date - This field initially defaults to the Activity End Date that you entered on theMarketing Activity Request (MAR). If your claim submission date is 60 days beyond the MAR Activity
End Date, you will not be able to submit your claim. Please contact your Program Manager if youneed an extension. Claims can be submitted anytime prior to the Activity End Date on the MAR.
Required Proof of Performance Documentation - Please review the Terms & Conditions forspecific details. See Page 6 for hints on finding the Terms & Conditions throughout the tool.
Claim Amount - Must be equal to or less than the amount approved on the Marketing ActivityRequest
Uploading Documentation - You can upload documentation for your claim at any time. To uploadadditional documentation after you have submitted your claim, follow the steps on slide 3. Once you
select Upload, the Submit button is not required and is not displayed.
Lead Submission - Most co-marketing offerings require leads. Be sure to enter you leads in theGlobal Partner Portal as soon as possible to ensure there are no delays in the processing of your
claim. Please review the “Guide Me Through How Are My Leads Associated With My Co-marketingActivity” to ensure you understand all required GPP fields for co-marketing.
Browser Hint - Never sign into CMC in multiple browsers when submitting a Claim Form. This cancause errors in your submission.
Page 5© 2012 IBM Corporation
Tips - Finding the Terms and Conditions
Terms and Conditionslinks can be found on:
Submit a MarketingActivity Request Form
Claim Submission Form
Partner Snapshot byselecting the Incentive
Offering Name link
Page 62013 IBM Corporation
35 © 2009 IBM Corporation35 © 2009 IBM CorporationGlobal Channels Marketing
Automated notifications to Partners
Additional documents or clarifications are required
Request to issue the Final invoice based on the approved
reimbursement amount
Notification the claim has been paid
37 © 2009 IBM Corporation37 © 2009 IBM CorporationGlobal Channels Marketing
Payment details, Lead information, Documentation